iShares Russell 2000 Index shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $157M | 709k | 220.89 |
| 2024-06-30 | $141M | 697k | 202.89 |
| 2024-03-31 | $149M | 706k | 210.30 |
| 2023-12-31 | $141M | 702k | 200.71 |
| 2023-09-30 | $122M | 710k | 171.14 |
| 2023-06-30 | $134M | 717k | 187.27 |
| 2023-03-31 | $130M | 728k | 178.40 |
| 2022-12-31 | $127M | 731k | 174.36 |
| 2022-09-30 | $122M | 739k | 164.92 |
| 2022-06-30 | $124M | 735k | 169.36 |
| 2022-03-31 | $160M | 781k | 205.27 |
| 2021-12-31 | $171M | 769k | 222.45 |
| 2021-09-30 | $171M | 7.9k | 21551.02 |
| 2021-06-30 | $173M | 753k | 229.37 |
| 2021-03-31 | $161M | 730k | 220.94 |
| 2020-12-31 | $140M | 712k | 196.06 |
| 2020-09-30 | $107M | 711k | 149.79 |
| 2020-06-30 | $98M | 686k | 143.18 |
| 2020-03-31 | $84M | 730k | 114.46 |
| 2019-12-31 | $118M | 713k | 165.67 |
| 2019-09-30 | $108M | 710k | 151.34 |
| 2019-06-30 | $111M | 712k | 155.50 |
| 2019-03-31 | $107M | 698k | 153.09 |
| 2018-12-31 | $91M | 678k | 133.90 |
| 2018-09-30 | $117M | 694k | 168.55 |
| 2018-06-30 | $112M | 681k | 163.77 |
| 2018-03-31 | $102M | 672k | 151.83 |
| 2017-12-31 | $107M | 699k | 152.46 |
| 2017-09-30 | $102M | 685k | 148.18 |
| 2017-06-30 | $98M | 697k | 140.92 |
| 2017-03-31 | $95M | 693k | 137.48 |
| 2016-12-31 | $92M | 682k | 134.85 |
| 2016-09-30 | $83M | 671k | 124.21 |
| 2016-06-30 | $76M | 664k | 114.98 |
| 2016-03-31 | $74M | 666k | 110.63 |
| 2015-12-31 | $73M | 651k | 112.62 |
| 2015-09-30 | $71M | 653k | 109.20 |
| 2015-06-30 | $81M | 645k | 124.86 |
| 2015-03-31 | $79M | 634k | 124.37 |
| 2014-12-31 | $74M | 619k | 119.62 |
| 2014-09-30 | $66M | 606k | 109.35 |
| 2014-06-30 | $59M | 493k | 118.81 |
| 2014-03-31 | $67M | 577k | 116.34 |
| 2013-12-31 | $63M | 550k | 115.36 |
| 2013-09-30 | $52M | 485k | 106.61 |
| 2013-06-30 | $44M | 453k | 97.00 |
| 2013-03-31 | $34M | 363k | 94.43 |
| 2012-12-31 | $27M | 321k | 84.32 |